| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 1,091 | $458,874.61 | $339,530.1 | -$119,344.51 | -26.01% |
Daniel Guy Ethos Financial Group LLC | 14,303 | $4.52M | $4.45M | -$69,152.09 | -1.53% |
Bridget Davis Cedar Point Capital Partners LLC | 724 | $318,603.96 | $225,316.03 | -$93,287.93 | -29.28% |
Richard S. Levenson Western Financial Corp./CA | 6,399 | $2.01M | $1.99M | -$20,396.3 | -1.01% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 4,124 | $1.06M | $1.28M | $225,262.86 | 21.29% |
Victoria Latham Fiduciary Alliance LLC | 8,590 | $3.63M | $2.67M | -$954,697.53 | -26.31% |
Gary Dempsey Leslie Global Wealth LLC | 1,110 | $443,914.77 | $345,443.09 | -$98,471.68 | -22.18% |
Mark Meredith Meredith Wealth Planning | 3,173 | $1.41M | $987,469.3 | -$420,343.73 | -29.86% |
Morgan Carter RFP Financial Group LLC | 807 | $198,196.08 | $276,211.88 | $78,015.8 | 39.36% |
Kellie Borror Daner Wealth Management LLC | 1,358 | $482,965.29 | $464,802.65 | -$18,162.64 | -3.76% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 2,163 | $817,218.68 | $708,404.15 | -$108,814.53 | -13.32% |
Loni Adams Daymark Wealth Partners LLC | 52,554 | $17.83M | $16.36M | -$1.47M | -8.27% |
Jessica Thayer Unique Wealth LLC | 3,063 | $901,621.78 | $953,236.2 | $51,614.42 | 5.72% |
Brian Matter Creative Capital Management Investments LLC | 1,514 | $439,983.54 | $471,171.92 | $31,188.38 | 7.09% |
Nolan Langford Left Brain Wealth Management LLC | 7,733 | $3.14M | $2.41M | -$736,312.76 | -23.43% |
Michael Snyder Beaumont Financial Advisors LLC | 4,073 | $1.07M | $1.27M | $196,992.15 | 18.4% |
Erik Brenner Hilltop Partners LLC | 8,728 | $2.28M | $2.81M | $525,622.34 | 23.04% |
Jade Franke Retirement Investment Advisors Inc. | 2,422 | $522,106.02 | $753,750.6 | $231,644.58 | 44.37% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 6,712 | $2.15M | $2.09M | -$63,674.37 | -2.96% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 915 | $239,391.45 | $284,757.14 | $45,365.69 | 18.95% |